King Wealth Management Group
Long book
$799.7M
Q1 2026
Positions
158
Top-10 weight
57%
concentration
Last quarter
+13.7%
SPY +14.8%
Turnover
10%
of book per quarter
Strategy in plain words
auto-generated from filingsKing Wealth Management Group is an institutional manager, running a $799.7M US long book across 158 positions.
The portfolio is concentrated: the top 10 names carry 57% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: ISHARES CORE S&P 500 ETF, INVESCO QQQ TRUST SERIES 1, SS SPDR S&P 500 ETF TRUST-US, MICROSOFT CORP, APPLE INC.
Over the last 9 quarters its long book ran on average 0.2pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+4.8%
Q2 2024
+5.5%
Q3 2024
+1.8%
Q4 2024
-4.1%
Q1 2025
+10.5%
Q2 2025
+8.0%
Q3 2025
+2.4%
Q4 2025
-4.2%
Q1 2026
+13.7%
Sector allocation
Technology 46%
Consumer discretionary 15%
Industrials 10%
Services media 9%
Financials 8%
Healthcare 5%
Energy 3%
Consumer staples 2%
Long book by quarter
What does King Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | Technology | 115.4K | $42.7M | 5.3% | +2.2% |
| AAPL APPLE INC | Technology | 148.8K | $37.8M | 4.7% | +0.4% |
| NVDA NVIDIA CORP | Technology | 216.3K | $37.7M | 4.7% | +0.3% |
| JPM JPMORGAN CHASE & CO | Financials | 80.9K | $23.8M | 3.0% | +0.6% |
| GOOGL ALPHABET INC-CL A | Technology | 78.9K | $22.7M | 2.8% | +0.7% |
| V VISA INC-CLASS A SHARES | Services media | 72.7K | $22.0M | 2.7% | -0.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 85.4K | $17.8M | 2.2% | +12.0% |
| WMT WALMART INC | Consumer discretionary | 136.0K | $16.9M | 2.1% | 0.0% |
| PH PARKER HANNIFIN CORP | Industrials | 15.7K | $14.1M | 1.8% | +1.3% |
| META META PLATFORMS INC-CLASS A | Technology | 23.9K | $13.7M | 1.7% | +3.1% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 13.4K | $13.4M | 1.7% | +1.0% |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 27.0K | $10.6M | 1.3% | -2.0% |
| LMT LOCKHEED MARTIN CORP | Industrials | 16.9K | $10.2M | 1.3% | +1.1% |
| MA MASTERCARD INC - A | Services media | 16.6K | $8.3M | 1.0% | -0.8% |
| MCD MCDONALD'S CORP | Consumer discretionary | 24.8K | $7.7M | 1.0% | -2.4% |
| LLY ELI LILLY & CO | Healthcare | 7.4K | $6.8M | 0.9% | -1.0% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 45.3K | $6.6M | 0.8% | +2.0% |
| TT TRANE TECHNOLOGIES PLC | Technology | 15.7K | $6.6M | 0.8% | +7.5% |
| XOM EXXON MOBIL CORP | Energy | 32.0K | $5.4M | 0.7% | +1.4% |
| CVX CHEVRON CORP | Energy | 22.8K | $4.7M | 0.6% | +10.2% |
| PEP PEPSICO INC | Consumer staples | 26.5K | $4.1M | 0.5% | +3.0% |
| NFLX NETFLIX INC | Services media | 40.6K | $3.9M | 0.5% | +7.1% |
| JNJ JOHNSON & JOHNSON | Healthcare | 15.3K | $3.7M | 0.5% | +1.4% |
| HD HOME DEPOT INC | Consumer discretionary | 10.8K | $3.6M | 0.4% | -8.3% |
| TSLA TESLA INC | Industrials | 9.1K | $3.4M | 0.4% | +323.4% |
| PG PROCTER & GAMBLE CO/THE | Other | 20.5K | $3.0M | 0.4% | +5.3% |
| ORCL ORACLE CORP | Technology | 19.6K | $2.9M | 0.4% | -43.7% |
| CAT CATERPILLAR INC | Industrials | 3.5K | $2.5M | 0.3% | +2.4% |
| UTHR UNITED THERAPEUTICS CORP | Healthcare | 4.2K | $2.5M | 0.3% | +176.7% |
| BX BLACKSTONE INC | Financials | 18.3K | $2.1M | 0.3% | 0.0% |
| CI THE CIGNA GROUP | Financials | 6.5K | $1.7M | 0.2% | -61.9% |
| GEV GE VERNOVA INC | Industrials | 1.9K | $1.7M | 0.2% | +3.2% |
| UNP UNION PACIFIC CORP | Industrials | 6.5K | $1.6M | 0.2% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 2.5K | $1.2M | 0.2% | +4.5% |
| ABT ABBOTT LABORATORIES | Healthcare | 11.6K | $1.2M | 0.1% | +0.5% |
| EPD ENTERPRISE PRODUCTS PARTNERS | Utilities | 30.2K | $1.1M | 0.1% | +1.1% |
| BLK BLACKROCK INC | Financials | 1.1K | $1.1M | 0.1% | Held |
| VZ VERIZON COMMUNICATIONS INC | Communications | 22.0K | $1.1M | 0.1% | -0.2% |
| GE GENERAL ELECTRIC | Industrials | 3.8K | $1.1M | 0.1% | +4.2% |
| GOOG ALPHABET INC-CL C | Technology | 3.7K | $1.1M | 0.1% | -7.2% |
| MRK MERCK & CO. INC. | Healthcare | 7.9K | $950K | 0.1% | Held |
| RTX RTX CORP | Industrials | 4.7K | $914K | 0.1% | +0.4% |
| GS GOLDMAN SACHS GROUP INC | Financials | 1.1K | $903K | 0.1% | Held |
| QCOM QUALCOMM INC | Technology | 6.7K | $867K | 0.1% | +83.7% |
| LRCX LAM RESEARCH CORP | Industrials | 4.0K | $855K | 0.1% | Held |
| THC TENET HEALTHCARE CORP | Healthcare | 4.5K | $849K | 0.1% | Held |
| AVGO BROADCOM INC | Technology | 2.7K | $839K | 0.1% | +0.3% |
| DKS DICK'S SPORTING GOODS INC | Consumer discretionary | 4.2K | $829K | 0.1% | -0.3% |
| WM WASTE MANAGEMENT INC | Utilities | 3.6K | $824K | 0.1% | -0.2% |
| KO COCA-COLA CO/THE | Consumer staples | 10.2K | $774K | 0.1% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 4, 2026 | 158 | $799.7M | $K fixed canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 9, 2026 | 165 | $829.7M | $K fixed canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 7, 2025 | 160 | $795.9M | $K fixed canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 8, 2025 | 158 | $737.1M | $K fixed canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 8, 2025 | 157 | $659.7M | $K fixed canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 10, 2025 | 154 | $685.5M | $K fixed canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 6, 2024 | 151 | $641.7M | $K fixed canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 8, 2024 | 144 | $599.8M | $K fixed canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 9, 2024 | 147 | $570.2M | $K fixed canonical | SEC ↗ |
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